近日，头顶“元宇宙第一股”的飞天云动传来消息。据悉已通过港交所聆讯，或很快IPO上市。
In recent days, news has come from the sky of the first share of the Won-Cosmos. It is known that it has been heard in Hong Kong, or that IPOs are soon on the market.
但接受《科创板日报》记者采访的一位元宇宙领域投资人表示，飞天云动所在的元宇宙行业有前景，但发展的速度没有这么快。“现在，业内有一些投资人在投AR眼镜，市场上有facebook的眼镜等，不过技术上都有瓶颈。比如，如何解决长期佩戴的问题，以及高清内容的供给。”
But an investor in the meta-cosmos who was interviewed by the daily Science-Creation Journal said that the meta-cosmos industry where the sky clouds are moving is promising, but not so fast. “Now, there are investors in the industry who throw AR glasses, facebook glasses in the market, etc., but there are technical bottlenecks. For example, how to solve the problem of long-term wear, and the supply of high-quality content.”
该投资人认为，与XR内容服务相比，AR眼镜需要解决怎么在很轻的情况下，显示高清的内容。“这一方面是芯片的技术，另一方面是光学显示的突破。总之，跟无人机相比，XR内容相关消费级的服务还不太成熟。”
The investor believes that AR glasses need to deal with how to display high-quality content in light conditions compared to the XR content service. "This is a chip technique, on the one hand, and an optical breakthrough on the other. In short, the XR content-related consumer-level service is less mature than the drone."
实际上，正如这位投资人所言。作为“元宇宙第一股”，飞天云动关注的是to B领域，不过采访中，一位浸润在元宇宙行业多年的匿名产业人士，在接受《科创板日报》记者采访时表示，作为行业中的一员，还没有听说过飞天云动有什么出圈、很火的项目。
In fact, as the investor said, as the “first share of the Woncosmos” the sky clouds are concerned with the to-B field, but in an interview with an anonymous industrialist who has been immersed in the Woncosmos industry for many years, in an interview with a journalist from the Science-Study Daily, he says that as a member of the industry, he has not heard of any interesting and exciting projects.
在他看来，元宇宙作为一个新赛道，市场规模和容量之前是没人统计的。“飞天云动的行业数据，虽然来自艾瑞咨询，但相关数据依然需要核实。”另一方面，这位匿名受访人士表示，飞天云动发出来的项目，也没有看上去的这么多。此外，有to B领域的公司，复购率都很差。
In his view, as a new track, the size and capacity of the market were not counted. “The industry data from the sky cloud, although it came from the Irene consultation, still needed to be verified.” On the other hand, the anonymous interviewee said that the projects from the sky cloud did not appear to be so much. Moreover, companies in the field of ToB have a very poor repurchase rate.
值得一提的是，飞天云动也有IP收入。但该营收从2019年的618万元，下滑到2021年的17万元。对此，他认为，IP收入是一个公司的品牌。“好比手机品牌一样，买手机时有些人会买苹果，有些人会选择小米。总之，这是一个占领消费者或者企业心智的业务。”
It is worth mentioning that there is also IP income from flying clouds. But it fell from $6.18 million in 2019 to $170,000 in 2021. In response, he argues that IP revenue is a company brand. “Like mobile brands, some people buy apples and some choose rice. In short, it is a business that occupies consumers or corporate minds.”
记者注意到，飞天云动表示，在创建自有的元宇宙平台后，公司估值相对较高。对此，该受访者表示，目前元宇宙平台在行业中的口碑有好有坏。“比如，百度自建了一个希壤App，在里面开汽车发布会，但口碑普遍较差。”
Journalists note that the sky cloud suggests that companies value relatively high after creating their own meta-cosmos platform. In response, the interviewee said that there are currently good and bad slogans in the industry of the meta-cosmos platform. “For example, 100 degrees built a Greek App to drive a car launch inside, but generally poor.
截至目前，飞天云动完成过4轮融资，同创伟业出现在A+轮融资中。2021年1月，同创伟业等订立增资协议，据此占据约6.43%的股份，约70.57万股，对应股权投资金额为4500万元。对此，上述元宇宙投资人表示，几千万投资在A+轮中并不算太贵。“但如果飞天云动上市，要看市场对于其业务前景的判断。不过，在目前市场下，预计估值不会太高。”
To date, four rounds of financing have been completed by flying clouds, with the same great venture appearing in A+ financing. In January 2021, a replenishment agreement was concluded with the great business and others, under which some 6.43% of shares, about 705,000 shares, were held, with a corresponding equity investment of $45 million. In response, the cosmopolitan investors said that tens of millions of investments in the A+ were not too expensive. “If the sky is on the market, it depends on the market’s judgement on its business prospects. However, under the current market, the valuation is not expected to be too high.”
消息称，飞天云动计划最快于9月底启动发行，但发行金额和时间等细节仍可能存在变动。同时，该公司于9月1日已通过港交所聆讯，其首次公开募股(IPO)计划募资约1亿美元。
According to reports, the fly-on-clouds project was launched as quickly as possible at the end of September, but details, such as the amount and timing of the release, are likely to change. At the same time, on 1 September, the company was heard in Hong Kong, and its first public fund-raising fund (IPO) was raised about $100 million.
招股文件显示，飞天云动主要从事AR/VR内容及服务业务，于2021年按收入计，在中国的AR/VR内容及服务市场排名第一，市场份额为2.6%。 截至2022年3月31日，飞天云动的AR/VR SaaS平台的注册用户数量约1.46万名，付费用户人数2234名，付费用户的每月平均收入510元。
Stock collection documents show that SkyCloud is mainly engaged in AR/VR content and service operations. In 2021, it ranked first in the market for AR/VR content and services in China, with a market share of 2.6 per cent. As at 31 March 2022, the number of registered users of the AirCloud platform AR/VR SaaS was approximately 146,000, the number of paid users was 2234 and the average monthly income of paid users was 510 yuan.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论